See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,700 | $54,705-67.6% | $71,209-75.1% | $84,808-79.1% |
| Participation rate | 7.7% | 64.1%-56.4pp | 73.8%-66.1pp | 68.3%-60.6pp |
| Annual return | 16.33% | 35.90%-19.6pp | 282.51%-266.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $82 | $2,158-96.2% | $2,721-97.0% | $2,631-96.9% |
| Participant deferral / active EE | $112 | $3,030-96.3% | $4,175-97.3% | $4,212-97.3% |
| Admin fee / account holder | $244 | $4,863-95.0% | $5,349-95.4% | $7,344-96.7% |